Conscious Wealth Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$179.5M
Q ending 2026-03-31
Prior quarter
$166.6M
Q ending 2025-12-31
Change
+7.7% QoQ · +24.7% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.4M | 19K |
| Home Depot Inc | HD | Shares | $6.7M | 20K |
| Nvidia Corporation | NVDA | Shares | $6.7M | 34K |
| Vanguard Scottsdale Fds | VCIT | Shares | $6.3M | 76K |
| Ishares Tr | IUSB | Shares | $6.3M | 136K |
| Netflix Inc. | NFLX | Shares | $6.1M | 56K |
| Advanced Micro Devices Inc | AMD | Shares | $5.9M | 23K |
| Applied Matls Inc | AMAT | Shares | $5.5M | 14K |
| Kla Corp | KLAC | Shares | $5.4M | 3K |
| Eaton Corp Plc | Shares | $5.2M | 13K | |
| Amazon Com Inc | AMZN | Shares | $5.1M | 21K |
| Arista Networks Inc | ANET | Shares | $5.0M | 33K |
| Apple Inc | AAPL | Shares | $4.7M | 18K |
| Alphabet Inc | GOOG | Shares | $4.5M | 14K |
| Yum Brands Inc | YUM | Shares | $4.5M | 28K |
| Microsoft Corp | MSFT | Shares | $4.5M | 11K |
| Palo Alto Networks Inc | PANW | Shares | $4.4M | 27K |
| Globus Med Inc | GMED | Shares | $4.2M | 45K |
| Autonation Inc | AN | Shares | $4.2M | 21K |
| Pepsico Inc | PEP | Shares | $4.0M | 26K |
| Copart Inc | CPRT | Shares | $4.0M | 120K |
| Eog Res Inc | EOG | Shares | $4.0M | 30K |
| Salesforce Inc | CRM | Shares | $4.0M | 22K |
| Pfizer Inc | PFE | Shares | $4.0M | 147K |
| Schwab Charles Corp | SCHW | Shares | $3.9M | 39K |
| Blackrock Inc | BLK | Shares | $3.9M | 4K |
| Arch Cap Group Ltd | Shares | $3.8M | 39K | |
| American Express Co | AXP | Shares | $3.7M | 11K |
| Eli Lilly & Co | LLY | Shares | $3.6M | 4K |
| T-Mobile Us Inc | TMUS | Shares | $3.5M | 18K |
| Invesco Exchange Traded Fd T | EQWL | Shares | $3.4M | 28K |
| Ingredion Inc | INGR | Shares | $3.0M | 27K |
| Nextera Energy Inc | NEE | Shares | $2.8M | 31K |
| American Tower Corp | AMT | Shares | $2.5M | 14K |
| Select Sector Spdr Tr | XLB | Shares | $2.2M | 43K |
| Invesco Qqq Tr | QQQ | Shares | $2.1M | 3K |
| Vanguard Index Fds | VTI | Shares | $1.7M | 5K |
| Trane Technologies Plc | Shares | $824K | 2K | |
| Sysco Corp | SYY | Shares | $766K | 10K |
| Invesco Exchange Traded Fd T | RSP | Shares | $764K | 4K |
| Coca Cola Co | KO | Shares | $715K | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $706K | 1K |
| Alphabet Inc | GOOGL | Shares | $703K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $670K | 13K |
| Ge Aerospace | GE | Shares | $670K | 2K |
| Ishares Tr | MUB | Shares | $620K | 6K |
| Mcdonalds Corp | MCD | Shares | $564K | 2K |
| Delta Air Lines Inc | DAL | Shares | $518K | 7K |
| Caterpillar Inc | CAT | Shares | $507K | 658 |
| Disney Walt Co | DIS | Shares | $442K | 4K |
| Altria Group Inc | MO | Shares | $405K | 6K |
| Meta Platforms Inc | META | Shares | $378K | 563 |
| Vanguard World Fd | VGT | Shares | $325K | 415 |
| Hershey Co | HSY | Shares | $266K | 1K |
| Costco Wholesale Corporation | COST | Shares | $230K | 234 |
| Essex Ppty Tr Inc | ESS | Shares | $219K | 869 |
| Ge Vernova Inc | GEV | Shares | $218K | 221 |
| Fifth Third Bancorp | FITB | Shares | $200K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.